HBK Investments’s U-Haul Holding Co UHAL Stock Holding History

HBK Investments’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-5,740	Closed	-$217K	–	1151
2017 Q4	$217K	Sell	5,740 -13,260	-70%	-$496K	﹤0.01%	914
2017 Q3	$712K	Buy	+19,000	New	+$710K	﹤0.01%	712
2016 Q3	–	Sell	-9,000	Closed	-$337K	–	1019
2016 Q2	$337K	Sell	9,000 -3,050	-25%	-$110K	﹤0.01%	823
2016 Q1	$431K	Sell	12,050 -500	-4%	-$17.4K	﹤0.01%	759
2015 Q4	$489K	Buy	+12,550	New	+$507K	﹤0.01%	757
2015 Q3	–	Sell	-7,000	Closed	-$229K	–	1131
2015 Q2	$229K	Sell	7,000 -940	-12%	-$30.7K	﹤0.01%	864
2015 Q1	$262K	Sell	7,940 -1,600	-17%	-$49.5K	﹤0.01%	890
2014 Q4	$271K	Sell	9,540 -4,460	-32%	-$121K	﹤0.01%	866
2014 Q3	$367K	Buy	+14,000	New	+$387K	0.01%	795
2014 Q2	–	Sell	-65,000	Closed	-$1.51M	–	1045
2014 Q1	$1.51M	Sell	65,000 -11,920	-15%	-$276K	0.03%	379
2013 Q4	$1.83M	Sell	76,920 -18,080	-19%	-$389K	0.04%	315
2013 Q3	$1.75M	Buy	95,000 +38,780	+69%	+$670K	0.03%	316
2013 Q2	$910K	Buy	+56,220	New	+$934K	0.01%	435

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Manhattan

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return